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He is completely right in his analysis. Some things i have been saying for quite a while.

As for Orbis, its just speculation at this time. I i was the marketing manager the company would be betting on the hardcore and diferentiating itself that way: beeing THE harcore machine and not having any of that sillyness aimed at casuals like the move/kinect/tablet. But hey... lets see what happens. I dont have acess to the information on wich technologies Sony might have acess to.